Sowell Financial Services’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.15M	Buy	42,865 +1,425	+3%	+$112K	0.12%	190
2025 Q4	$3.42M	Sell	41,440 -2,240	-5%	-$184K	0.13%	166
2025 Q3	$3.52M	Buy	43,680 +1,355	+3%	+$104K	0.13%	157
2025 Q2	$3.1M	Sell	42,325 -165	-0.4%	-$10.9K	0.13%	169
2025 Q1	$2.62M	Buy	+42,490	New	+$2.87M	0.12%	175
2023 Q2	–	Sell	-6,500	Closed	-$266K	–	719
2023 Q1	$266K	Buy	+6,500	New	+$246K	0.02%	605
2021 Q2	–	Sell	-24,600	Closed	-$1.07M	–	1850
2021 Q1	$1.07M	Sell	24,600 -9,985	-29%	-$411K	0.04%	399
2020 Q4	$1.41M	Sell	34,585 -1,990	-5%	-$77K	0.06%	259
2020 Q3	$1.36M	Sell	36,575 -35	-0.1%	-$1.26K	0.07%	233
2020 Q2	$1.2M	Buy	36,610 +11,275	+45%	+$336K	0.07%	237
2020 Q1	$644K	Buy	25,335 +23,985	+1,777%	+$693K	0.05%	333
2019 Q4	$39K	Buy	1,350 +360	+36%	+$9.94K	﹤0.01%	1224
2019 Q3	$26K	Buy	+990	New	+$26.2K	﹤0.01%	1196
2018 Q1	–	Sell	-164,495	Closed	-$3.88M	–	294
2017 Q4	$3.88M	Buy	164,495 +27,150	+20%	+$591K	0.95%	30
2017 Q3	$2.97M	Buy	+137,345	New	+$2.83M	0.77%	36
2017 Q2	–	Sell	-35,595	Closed	-$712K	–	272
2017 Q1	$712K	Buy	+35,595	New	+$661K	0.21%	108